First Tableau visualization - Dashboard Guide

Dashboard Mode - First Tableau visualization

Dashboard Goal

Show total sales and sales by product category to understand which category sells best.

Sample Data

Order ID	Product Category	Sales	Order Date
1001	Furniture	200	2024-01-05
1002	Office Supplies	150	2024-01-06
1003	Technology	300	2024-01-07
1004	Furniture	450	2024-01-08
1005	Technology	500	2024-01-09
1006	Office Supplies	100	2024-01-10
1007	Furniture	350	2024-01-11

Dashboard Components

• KPI Card: Total Sales
  Formula: SUM([Sales])
  Result: 2050
• Bar Chart: Sales by Product Category
  Formula: SUM([Sales]) grouped by [Product Category]
  Results:
  - Furniture: 1000
  - Office Supplies: 250
  - Technology: 800
• Table: Detailed Sales Data
  Shows all rows from sample data with columns Order ID, Product Category, Sales, Order Date

Dashboard Layout

+----------------------+-------------------------+
|      Total Sales      |  Sales by Product Cat.  |
|       (KPI Card)      |       (Bar Chart)       |
+----------------------+-------------------------+
|                  Detailed Sales Data                |
|                        (Table)                      |
+-----------------------------------------------------+
    

Interactivity

A filter on Product Category lets users select one or more categories.

When a category is selected, the KPI card updates total sales for that category only.

The bar chart updates to show sales only for selected categories.

The detailed sales table filters to show only orders from the selected categories.

Self Check

If you add a filter for Product Category = Technology, which components update?

• The Total Sales KPI updates to show 800.
• The Bar Chart shows only the Technology category bar.
• The Detailed Sales Table shows only rows with Technology category.

Key Result

A simple Tableau dashboard showing total sales, sales by product category, and detailed sales data with interactive category filter.